Research on Tech Companies

Evelyn Zhang

Over decade experiences in  Morgan Stanley, Bank of America Merrill Lynch, Agricultural Bank of China, Lenovo. 
Expertise include research and investment into tech companies of all stages. 
Asset management, private equity, strategic investment, investment banking,  equity research, corporate finance; particular focus on emerging technology.

China After School Tutoring Online Education Stocks Crushed - Investors Schooled

China Private Education: How to Position After the Regulatory Crackdown?

China's New After-School Tutoring Policy Is Out - The End of the Line For Many?

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<p>A series of recent Chinese policies promoting vocational schools instead of traditional secondary education, and efforts to eliminate after-class cramming makes me to recommend short K12 education related stocks and long vocational training related stocks.</p>

A series of recent Chinese policies promoting vocational schools instead of traditional secondary education, and efforts to eliminate after-class cramming makes me to recommend short K12 education related stocks and long vocational training related stocks.

Cathay Media and Education Group (1981 HK)

Neusoft Education Technology Co. Ltd (9616 HK)

A Twist of Fate – China’s Suppression of Secondary Education in Favor of Vocational Education